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Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
Chief Marketing Officer responsible for Advisor360°’s brand, positioning, go-to-market strategy, demand generation, communications, and marketing organization. The role partners with executive, sales, product, data, and growth teams to drive pipeline and revenue. Responsibilities include building an AI-native marketing function, managing budget and KPIs, leading experimentation, developing thought leadership, overseeing PR and analyst relations, and representing the company with industry stakeholders.
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
Full-cycle quota-carrying sales role selling Advisor360°'s platform to mid-market wealth management firms. Manage discovery, demos with Sales Engineering, proposals, negotiations, and closes. Build relationships with RIAs and broker-dealers, maintain pipeline and forecasts, collaborate with Marketing, and maintain CRM and sales engagement data while meeting revenue targets.
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
Own full enterprise sales cycles for Advisor360°'s WealthTech SaaS, building C-suite relationships, aligning platform solutions to client needs, collaborating with Sales Engineering/Product/Marketing, influencing pricing and deal structure, and consistently achieving quarterly and annual revenue targets.
